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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before you send your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects creates a sales roadmap for your students. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible and helping reinforce seller confidence and the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they buy or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

Calculate Your Profit

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What Our Customers Say

5

Big Fundraising Ideas did an exceptional job with our fundraiser. The overall service that we received was very good. The children and parents were very excited about the prize incentives. Big Fundraising ideas was excellent and I will definitely recommend them to others.

Deborah A. Morales
PTO President
Ed Downs Elementary
Raised:
$24,831.00
5

I enjoyed participating in this fundraising event; least effort we have had to put forth.

Angie Ramirez
Principal
Kostoryz Elementary
Raised:
$30,820.50
5

The Big Fundraising Ideas team is very professional and always ready to help! Everyone, from the office personnel to the delivery personnel, is very supportive. We would definitely recommend Big Fundraising Ideas to others.

Maureen Stevens
PTA Fundraiser Chairperson
Welder Elementary
Raised:
$21,480.50
5

Big Fundraising Ideas provides exceptional service! Anything that was missing or damaged also had a quick turnaround. Great job!

Mary Salas
Coach
Rio Hondo Intermediate
Raised:
$17,260.00
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50
5

Our experience with y'all has been fantastic!!! Everyone in the office has been so helpful, especially with our endless questions! We really loved that the products came in already boxed with the students name, teacher and grade on a label! You have no idea how much stress that took off! That is always one of the biggest hassles!

Thank you so much for making this the most stress free fundraiser ever! We look forward to working with you again!

Marilee Howard
PTO Vice President
Gresham Elementary
Raised:
$8,550.50
5

We have been working with Big Fundraising Ideas for over 5 years. Their service continues to be exceptional and they have helped us increase our profit tremendously!

Brenda Martinez
Assistant Principal,
C. Santos Benavides School
Raised:
$72,194.50
5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

Jane Trevino
Assistant Principal
Ruiz Elementary
Raised:
$19,159.42
5

My experience with your company was more than satisfactory. I have worked with vendors in the past and have never had such a smooth experience.

Amy Doughty
Sophomore Class Advisor/Teacher
Sandusky High School
Raised:
$1,102.50
5

Big Fundraising Ideas provides excellent service. They go out of their way to help our school.

Sonia Longoria
Fundraising Chair
Leal Elementary
Raised:
$23,862.50
5

Thank you very much. It was a pleasure to work with Big Fundraising Ideas. God Bless you and your company. It was wonderful!

Angelica Perez
PTC President
Alma Pierce Elementary
Raised:
$23,757.00
5

The fundraiser went extremely well. From my perspective I had very little leg work to do. Collecting and mailing was all and when the product arrived it was very well organized into the individual classes. I think it went very well and will look forward to running it again next year.

Ginny Johnson
Fundraising Coordinator
Ninilchik School
Raised:
$3,419.75
5

Big Fundraising Ideas was very helpful as the student sales reports were excellent and done for you! It was a great money maker with little work involved!

Laurie Cisneros
PTA President
Noonan Elementary
Raised:
$26,618.00
5

The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

Adan Ramirez
Assistant Principal
Pearson Elementary
Raised:
$10,350.00
4

I got immediate answers via email to all my questions. The orders were packaged separately by seller which was a great help. There was only one item missing from one box. Overall I was very pleased.

Karen Meredith
BPA Sponsor/Teacher
Waller High School
Raised:
$1,055.87